Mining Stock Daily
- Episódios
- 2.344
- Publicação
- diária
- Último episódio
- 13 nov 2026
Sobre o podcast
Mining Stock Daily is a brief overview of finance and resource exploration news from the world's mining and metals sector. Mining Stock Daily is a quick overview of the day's most important sector information for both precious and base metals, including market trends and analysis.
Episódios 2.344
Koryx Copper in Final Stages of its Haib PFS
Koryx Copper CEO Heye Daun joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the upcoming pre-feasibility study for the Haib Copper Project in Namibia. Daun outlines the significant …
Notas do episódio
Koryx Copper CEO Heye Daun joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the upcoming pre-feasibility study for the Haib Copper Project in Namibia. Daun outlines the significant improvements achieved over the past year, including resource expansion, conversion of inferred resources to indicated, reduced stripping ratios, and processing optimizations designed to increase throughput and copper-equivalent feed grades. The conversation explores the potential for annual copper production exceeding 100,000 tonnes, anticipated competitive operating costs, and the decision to simplify the project's flowsheet by removing oxide heap leaching.
Gold's Bull Market Isn't Over—But the Risks Are Changing
Is the gold bull market entering a new phase, or are rising debt levels, tightening credit markets, and mining cost inflation setting the stage for another major correction?In this special long-form episode of …
Notas do episódio
Is the gold bull market entering a new phase, or are rising debt levels, tightening credit markets, and mining cost inflation setting the stage for another major correction?
In this special long-form episode of Mining Stock Daily, Trevor Hall sits down with Henrik at the 2026 Precious Metals Summit in Zurich for a keynote conversation titled "Gold, Debt and the Miners."
The discussion examines the structural forces driving the gold bull market, beginning with the freezing of Russian central bank reserves and the resulting shift in how governments view gold, U.S. Treasuries, and sovereign reserves. Henrik explains why he believes this represents a fundamental change in the global monetary system and why confidence in government debt is increasingly important to the gold investment thesis.
Trevor and Henrik also explore the implications of mounting U.S. government debt, rising interest expenses, and the durability of the U.S. dollar's reserve currency status. They discuss why the dollar may remain dominant despite deteriorating fiscal conditions and what that means for investors seeking protection through precious metals.
Revival Gold: Consolidating Mercur Ahead of a 2028 Production Decision
Revival Gold CEO Hugh Agro joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the company's latest land consolidation efforts at the Mercur Gold Project in Utah and its path toward a …
Notas do episódio
Revival Gold CEO Hugh Agro joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the company's latest land consolidation efforts at the Mercur Gold Project in Utah and its path toward a production decision in 2028. Agro explains how recent acquisitions and mineral leases strengthen Revival's control over the district, providing greater flexibility for mine development and future exploration across approximately 19,000 acres. The conversation also explores the advantages of developing a gold project on private land in the United States and the company's plans to launch a project financing process in April 2027. Agro discusses potential financing alternatives, including traditional bank debt, private credit, convertible debt, and offtake arrangements, while highlighting the investment leverage gold developers offer in a strong gold market.
Onyx Gold: 110,000 Meters of Drilling and a Growing Gold Discovery
Onyx Gold President and CEO Brock Colterjohn discusses the company's massive 110,000-meter drill program at the Munro-Croesus Project in Timmins, Ontario. With approximately half of the drill results still to …
Notas do episódio
Onyx Gold President and CEO Brock Colterjohn discusses the company's massive 110,000-meter drill program at the Munro-Croesus Project in Timmins, Ontario. With approximately half of the drill results still to be released, Colterjohn outlines the continued expansion of the Argus Gold Trend, now defined over 2.6 kilometers of strike length, and its potential for both open-pit and underground development. The conversation also explores emerging exploration opportunities at the Flipper Zone, the potential to define a new mineralized corridor, and the timing of a maiden resource estimate. Colterjohn discusses plans for another 70,000 to 100,000 meters of drilling in 2027, future financing considerations, and the strategic value of Onyx's extensive land holdings in both Timmins and the Yukon.
Zach Flood: Franco-Nevada Backs Kenorland's Next Phase of Growth
Kenorland Minerals CEO Zach Flood joins us at the Precious Metals Summit in Zurich to discuss the company's C$16.3 million financing and the addition of Franco-Nevada as a major strategic shareholder. Flood …
Notas do episódio
Kenorland Minerals CEO Zach Flood joins us at the Precious Metals Summit in Zurich to discuss the company's C$16.3 million financing and the addition of Franco-Nevada as a major strategic shareholder. Flood explains why the royalty major was attracted to Kenorland's business model and its cornerstone 4% net smelter return royalty on the Frotet Gold Project in Quebec, operated by Sumitomo Metal Mining. The conversation covers continued high-grade exploration at Frotet, potential underground development and bulk sampling, and ongoing partner-funded exploration at South Uchi, West Wabigoon, and Flora. With approximately C$25 million expected in the treasury at year-end, Flood outlines Kenorland's strategy for expanding its grassroots exploration portfolio, attracting new partners, and generating additional royalties through discovery. The discussion also explores whether the market fully appreciates Kenorland's project generation business beyond its flagship Frotet royalty.
Alaska Silver: 9,500 Meters of Drilling and Assays on the Way
Alaska Silver CEO Aaron Schutt joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the company's exploration and development progress across its Illinois Creek district in western Alaska …
Notas do episódio
Alaska Silver CEO Aaron Schutt joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the company's exploration and development progress across its Illinois Creek district in western Alaska. Schutt provides an update on the recently completed 9,500-meter drill program at Silver Sage and Waterpump Creek, including potentially significant step-out drilling west of the existing Waterpump Creek deposit. The conversation also examines ongoing metallurgical test work at the historic Illinois Creek Mine, opportunities to improve silver recoveries, and the potential for a preliminary economic assessment. Schutt discusses infrastructure and permitting initiatives, the company's gallium mineralization and engagement with federal agencies, and how Alaska Silver is balancing exploration priorities with advancing its existing resources toward development in 2027 and beyond.
Ridgeline Minerals: Why Is the Market Giving Its Exploration Assets No Value?
Ridgeline Minerals CEO Chad Peters joins Trevor Hall at the Precious Metals Summit in Zurich to discuss ongoing exploration at the Selena Project in Nevada and the company's capital allocation strategy …
Notas do episódio
Ridgeline Minerals CEO Chad Peters joins Trevor Hall at the Precious Metals Summit in Zurich to discuss ongoing exploration at the Selena Project in Nevada and the company's capital allocation strategy following its C$32.7 million asset sale. Peters provides an update on South32-funded drilling at Selena, where the current program aims to demonstrate the continuity and scale of the project's massive sulfide discovery. The conversation examines South32's approaching US$10 million earn-in milestone, potential joint venture structures, and plans for follow-up drilling at the Big Blue Project in 2027. With approximately C$25 million in cash and additional marketable securities, Peters discusses Ridgeline's valuation disconnect, potential M&A opportunities, and how the company intends to deploy its capital to generate shareholder value. The interview also covers Ridgeline's strategic investment in Spartan Metals and potential opportunities to monetize that position.
Morning Briefing: Gold, Copper Are At Multi-Month Lows
Hudbay Minerals posts record Q3 revenue and cuts cost guidance again. Altius Minerals agrees to acquire TNR Gold for $122 million. Lithium Americas raises Thacker Pass capex 31% to $3.83 billion. Magna Mining …
Notas do episódio
Hudbay Minerals posts record Q3 revenue and cuts cost guidance again. Altius Minerals agrees to acquire TNR Gold for $122 million. Lithium Americas raises Thacker Pass capex 31% to $3.83 billion. Magna Mining hits 33.3% CuEq over 0.7 metres at Levack. Gold Hart Copper acquires former Copioso copper-gold mine in Chile. Integra Resources cuts 2026 Florida Canyon gold guidance on slow leaching. Montage Gold pours first Koné gold months ahead of schedule. Omai Gold Mines cuts 4.84 g/t gold over 38.4 metres at Wenot. Vizsla Copper drills 297.8 metres of 0.49% CuEq at Thira.This episode of Mining Stock Daily is brought to you by Revival Gold. Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho.
Gold Hart Copper Completes Acquisition of Historic Copper-Gold Mine in Chile
Gold Hart Copper CEO Isaac Maresky joins Mining Stock Daily to discuss the company's completed acquisition of the historic Copioso copper-gold property in Chile. Maresky explains how Gold Hart secured the …
Notas do episódio
Gold Hart Copper CEO Isaac Maresky joins Mining Stock Daily to discuss the company's completed acquisition of the historic Copioso copper-gold property in Chile. Maresky explains how Gold Hart secured the former producing asset through Chile's government mining claims process and outlines its exploration potential, including historical, non-NI 43-101-compliant estimates suggesting significant copper mineralization. The conversation covers plans for geophysical surveys, geological mapping, and an initial drilling program potentially beginning in early 2027. Maresky also discusses Gold Hart's broader exploration strategy around Copiapó, including work at Manto Cobre and the Nessa complex, while exploring potential partnerships to advance the company's Vicuña district assets, including its flagship Tolita Project.
Mining Americas: The Path to a Fivefold Increase in Gold Production
Mining Americas Vice President of Corporate Development and Capital Markets David Stewart joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the company's ambitious production growth strategy …
Notas do episódio
Mining Americas Vice President of Corporate Development and Capital Markets David Stewart joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the company's ambitious production growth strategy and progress across its North American gold portfolio. Stewart provides updates on construction at the Copperstone Gold Project in Arizona, early development work at Gold Rock in Nevada, and the recently permitted Cerro de Oro Project in Mexico. The conversation also explores renewed opportunities at the Santana Gold Project, including potential heap-leach recovery and a future restart or sale. With the Pan Mine providing operating cash flow, Stewart outlines Mining Americas' goal of increasing gold production fivefold over the next several years while limiting shareholder dilution. The discussion concludes with upcoming development milestones, financing flexibility, and the catalysts that could drive a potential market revaluation in 2027.
Surge Copper: Advancing One of Canada's Largest Undeveloped Copper Projects
Surge Copper CEO Leif Nilsson joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the advancement of the Berg Copper-Molybdenum Project in British Columbia following the release of its …
Notas do episódio
Surge Copper CEO Leif Nilsson joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the advancement of the Berg Copper-Molybdenum Project in British Columbia following the release of its pre-feasibility study. The study outlined a 28-year mine life, C$4.5 billion after-tax NPV, and 24% IRR. Nilsson provides an update on the project's entry into the provincial environmental assessment process, ongoing engagement with First Nations, and the potential implications of British Columbia's changing political landscape. The conversation also examines the recently completed 2026 technical drilling program, opportunities to improve silver recoveries, and the substantial capital required to develop Berg. Nilsson outlines potential financing and partnership structures while discussing why major mining companies are increasingly committing capital to large copper projects despite uncertainty in near-term markets.
Liberty Gold: Building Idaho's Next Major Gold Mine
Liberty Gold Vice President of Project Development Tyler Cole joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the recently completed feasibility study for the Black Pine Gold Project in …
Notas do episódio
Liberty Gold Vice President of Project Development Tyler Cole joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the recently completed feasibility study for the Black Pine Gold Project in Idaho. Cole outlines the project's economics, including a 60% IRR at $3,250 gold and an initial capital requirement of $411 million, while discussing potential financing structures involving debt, equity, and streaming. The conversation examines Black Pine's impressive heap-leach recoveries, including more than 90% recovery from the Rangefront deposit and exceptionally fast leaching kinetics. Cole also discusses ongoing resource expansion drilling, preparations for mine construction, and Liberty Gold's strategy to build Black Pine rather than pursue an immediate acquisition. The interview concludes with updates on project financing, management expansion, and permitting progress under the federal FAST-41 program.
Morning Briefing: Q2 Metals Releases PEA Showing C$13.49B NPV
Q2 Metals released a PEA for its Cisco Lithium Project in Québec showing a C$13.49 billion after-tax NPV and 38.7% IRR on 1.7 million tonnes of annual SC5.5 production, though the economics rest on a US$1,647 …
Notas do episódio
Q2 Metals released a PEA for its Cisco Lithium Project in Québec showing a C$13.49 billion after-tax NPV and 38.7% IRR on 1.7 million tonnes of annual SC5.5 production, though the economics rest on a US$1,647 per tonne long-term price and remain conceptual. Coppernico Metals received its final drill authorization in Peru for the Sombrero copper-gold project and outlined a 20,000-metre Phase 2 program across nine targets, with only initial drilling at Fierrazo currently funded. Elemental Royalty reported Q3 revenue of US$20.8 million, up 203% year over year, and record year-to-date output of 15,092 GEOs that keeps it on track for 2026 guidance of 19,500 to 22,000 GEOs. Barrick Mining named its North American gold spin-out American Barrick Gold Corporation and filed with the SEC for an IPO under the ticker ABGC, with share count and pricing still to be set and net proceeds expected to return to Barrick shareholders. Tudor Gold intersected 9.00 g/t gold over 9.50 metres in a new high-grade epithermal system about 500 metres northwest of prior drilling at Treaty Creek’s Perfectstorm Zone, with 19 holes still awaiting assays before a maiden PSP Zone resource. Discovery Mining produced a record 70,564 ounces of gold in Q3 and generated US$86.9 million in free cash flow, though AISC of US$2,293 per ounce is tracking to the top end of guidance.
This episode of Mining Stock Daily is brought to you by Equinox Gold. Equinox Gold is a growth-focused gold producer operating mines across the Americas. With cornerstone assets like the Greenstone Mine in Ontario and the Valentine Gold Project in Newfoundland & Labrador, Equinox is advancing a new generation of large-scale, long-life gold operations.
Rick Van Nieuwenhuyse: Contango's Next Phase of Gold and Silver Growth
Contango Silver & Gold CEO Rick Van Nieuwenhuyse joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the company's expanding portfolio of gold and silver assets following its combination with …
Notas do episódio
Contango Silver & Gold CEO Rick Van Nieuwenhuyse joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the company's expanding portfolio of gold and silver assets following its combination with Dolly Varden Silver. Van Nieuwenhuyse provides an operational update on the Manh Choh gold mine in Alaska, where unusually heavy rainfall disrupted third-quarter processing at Kinross's Fort Knox mill, and outlines production expectations for 2027. The conversation also covers the extensive 56,000-meter drill program at the Kitsault Project in British Columbia, which could expand its recently announced 160-million-ounce silver-equivalent resource. Van Nieuwenhuyse discusses plans to transition Kitsault toward preliminary mine planning, advance the Lucky Shot Gold Project toward potential production in 2028, and use operating cash flow to fund development while limiting shareholder dilution.
American Eagle Gold Hits 844 Meters of Copper-Gold Mineralization as NAK Expansion Accelerates
American Eagle Gold CEO Tony Moreau returns to Mining Stock Daily to discuss the latest phase-one drill results from the NAK copper-gold porphyry project in British Columbia. While the nine reported holes …
Notas do episódio
American Eagle Gold CEO Tony Moreau returns to Mining Stock Daily to discuss the latest phase-one drill results from the NAK copper-gold porphyry project in British Columbia. While the nine reported holes delivered consistent, broad mineralization rather than headline-grabbing grades, Moreau explains their importance for defining the deposit and advancing future studies. The conversation turns to phase-two step-out drilling, a growing focus on near-surface tonnage, and plans for a maiden resource estimate. Moreau also candidly discusses slow assay turnaround, challenging junior mining markets, and American Eagle’s transition toward development, with drill results expected to continue well into the coming year.
Newcore Gold: A $60 Million Market Cap vs. $650 Million Project NPV
Newcore Gold CEO Luke Alexander joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the company's valuation following recent weakness in gold equities and continued progress at the Enchi Gold …
Notas do episódio
Newcore Gold CEO Luke Alexander joins Trevor Hall at the Precious Metals Summit in Zurich to discuss the company's valuation following recent weakness in gold equities and continued progress at the Enchi Gold Project in Ghana. Alexander examines the disconnect between Newcore's approximately US$60 million market capitalization and the project's pre-feasibility study valuation, along with the impact of tax-loss selling and changing investor sentiment. The conversation also explores Enchi's leverage to higher gold prices, the transition to a carbon-in-leach processing scenario, and how ongoing drilling could improve future mine economics. Alexander highlights recent high-grade results from the Boin deposit, opportunities to extend lower-cost production beyond the first three years, and the remaining 28,000 meters of planned drilling aimed at expanding resources and improving the project's development potential.
Morning Briefing: Collective Mining Expands the Ramp Zone in Multiple Directions
Collective Mining extended the Ramp Zone at its Apollo deposit in Colombia roughly 370 m below the resource, more than doubling its vertical extent, with a highlight of 21.40 m at 11.06 g/t AuEq. District …
Notas do episódio
Collective Mining extended the Ramp Zone at its Apollo deposit in Colombia roughly 370 m below the resource, more than doubling its vertical extent, with a highlight of 21.40 m at 11.06 g/t AuEq. District Metals partnered with Luleå University of Technology to study pyrite in the Alum Shales at its Viken Property in Sweden to inform processing and environmental work. Equinox Gold posted record Q3 revenue of $1.0 billion and adjusted EBITDA of $533.0 million on 237,019 ounces produced, its first quarter including Orla Mining’s assets. Heliostar Metals drilled shallow oxide gold at two zones beyond reserves at its San Agustin Mine in Mexico, supporting a targeted mine life extension of up to two years. Mining Americas reported construction progress at its Copperstone project in Arizona and early works at Gold Rock in Nevada, with new resource estimates for both due in Q4 2026. Revival Gold consolidated its entire Mercur Gold Project land position in Utah under single ownership for the first time ahead of a pre-feasibility study due in Q1 2027. Scorpio Gold hit 9.4 g/t gold over 13.05 m in its first modern hole at April Fool, an 850 m step-out from the core of its Manhattan District resource in Nevada. Intrepid Metals outlined multiple gold-in-soil anomalies grading up to more than 1.0 g/t at the Mattie target on its Corral Copper Project in Arizona.
This episode of Mining Stock Daily is brought to you by Vizsla Silver.
Vizsla Silver is advancing the Panuco silver-gold project in Sinaloa, Mexico — one of the highest-grade silver development projects in the world. The project hosts the world's largest, undeveloped high-grade silver resource, and the company has been aggressively expanding its drill program to grow that resource ahead of a development decision.
Gilbert Clark: Meridian Mining Nears a Major Financing Decision
Meridian Mining CEO Gilbert Clark joins Trevor Hall at the Precious Metals Summit in Zurich to discuss significant progress toward financing and developing the Cabaçal Copper-Gold Project in Brazil. With …
Notas do episódio
Meridian Mining CEO Gilbert Clark joins Trevor Hall at the Precious Metals Summit in Zurich to discuss significant progress toward financing and developing the Cabaçal Copper-Gold Project in Brazil. With approximately 20 project financing proposals received, including several offering full funding packages of up to US$400 million, Clark outlines the company's approach to selecting the right financing partner while managing shareholder dilution. The conversation covers Cabaçal's US$322 million initial capital requirement, the importance of its copper concentrate quality, and ongoing engineering and infrastructure work ahead of a targeted final investment decision in Q1 2027. Clark also discusses the outlook for permitting following Brazil's elections, growing institutional interest, and Meridian's strategy of using future production cash flow to support exploration across its broader portfolio.
American Pacific Mining Targets a $50 Million Equity Book
American Pacific Mining reported new gold intercepts at Madison, including 3.0 metres of 4.53 g/t gold from 15.2 metres in M26RC-03, about 800 metres from the Broadway Mine, and 15.2 metres of 1.03 g/t gold in …
Notas do episódio
American Pacific Mining reported new gold intercepts at Madison, including 3.0 metres of 4.53 g/t gold from 15.2 metres in M26RC-03, about 800 metres from the Broadway Mine, and 15.2 metres of 1.03 g/t gold in M26RC-02. CEO Warwick Smith also says American Pacific is now the second largest shareholder of Vizsla Copper behind Agnico Eagle, and the company aims to grow its equity book, including ICG Silver & Gold, to about $50 million.
Talisker Resources Prepares for 2027 Production Growth Following High-Grade Bralorne Drill Results
Talisker Resources CEO Terry Harbort joins Mining Stock Daily to discuss recent high-grade drill results from the Bralorne Gold Project in British Columbia and the company’s ongoing production ramp-up. Harbort …
Notas do episódio
Talisker Resources CEO Terry Harbort joins Mining Stock Daily to discuss recent high-grade drill results from the Bralorne Gold Project in British Columbia and the company’s ongoing production ramp-up. Harbort highlights consistent mineralization at Bralorne West, continued underground development at Mustang, and plans to increase permitted production capacity to 750 tonnes per day in 2027. He also discusses the company’s ore-sorting strategy and partnership with Ocean Partners, designed to support cash flow and future expansion. The conversation covers Talisker’s proposed acquisition of Midex Resources and its Ontario gold projects, alongside Harbort’s outlook on gold market volatility and exploration investment.
Radisson Mining: O'Brien Gold Project Continues to Grow at Depth
Radisson Mining CEO Matt Manson joins Trevor Hall on Mining Stock Daily to discuss continued high-grade gold exploration success at the O'Brien Gold Project in Quebec. Manson reviews recent drill results …
Notas do episódio
Radisson Mining CEO Matt Manson joins Trevor Hall on Mining Stock Daily to discuss continued high-grade gold exploration success at the O'Brien Gold Project in Quebec. Manson reviews recent drill results expanding mineralization beneath the historic O'Brien Mine, including emerging high-grade intercepts within the Pontiac Formation that could represent an additional exploration opportunity. The conversation also examines Radisson's growing resource base, its long-term exploration target of more than four million ounces, and Agnico Eagle's C$57 million strategic investment to fund underground ramp development. Manson explains how underground access will help answer critical mine planning questions, reduce development risk, and advance O'Brien toward a potential mining operation while preserving multiple strategic options for the company.
Morning Briefing: FireFly Metals Extends High-Grade Copper
Meridian Mining plc has started pre-construction at its Cabaçal copper-gold project in Brazil and is weighing financing offers of up to US$400 million against US$322 million in capex, but has yet to set a date …
Notas do episódio
Meridian Mining plc has started pre-construction at its Cabaçal copper-gold project in Brazil and is weighing financing offers of up to US$400 million against US$322 million in capex, but has yet to set a date for its final investment decision (TSX: MNO). Barrick Mining Corporation produced 816,000 ounces of gold in Q3 as revenue rose 22% to $5.07 billion, though attributable output fell 2% and AISC climbed to $1,911 an ounce (TSX: ABX). Surge Copper Corp. has finished 6,334.5 metres of mostly geotechnical and environmental drilling at its Berg Copper Project in British Columbia, with assay results still to come (TSXV: SURG). Heliostar Metals Ltd. hit shallow oxide gold beyond the reserve at its San Agustin Mine in Mexico, including 40.9 m at 0.99 g/t AuEq, as it targets a two-year mine life extension (TSX: HSTR). FireFly Metals Ltd. extended high-grade copper beyond its resource at the Ming Mine in Newfoundland, including 16.4m at 9.2% CuEq, ahead of a DFS due in the March quarter of 2027 (TSX: FFM).
This episode of Mining Stock Daily is brought to you by Integra Resources.
Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada.
50 Years of Mining Markets: What's Different About This Cycle?
Why are mining stocks struggling to attract institutional capital despite strong gold and copper prices? And could the world's largest mining companies be preparing for a major wave of acquisitions in …
Notas do episódio
Why are mining stocks struggling to attract institutional capital despite strong gold and copper prices? And could the world's largest mining companies be preparing for a major wave of acquisitions in 2027?
Richard Lockwood of Arlington Group joins Trevor Hall on this special long-form edition of Mining Stock Daily, recorded during LME Week in London, for a conversation spanning more than five decades of mining investment history.
Lockwood began his career during the Australian mining boom of 1969 and has witnessed multiple commodity bull markets, financial crises, and fundamental changes in how capital flows into the mining industry.
He explains why today's mining market is behaving differently from previous cycles, with strong commodity prices failing to generate the same enthusiasm for mining equities among generalist and institutional investors.
The conversation examines the changing role of hedge funds, the concentration of investment capital in technology and artificial intelligence, and the growing difficulty of financing major new copper mines.
Lockwood also discusses why he expects increased mergers and acquisitions across the mining sector in 2027. With major producers including Rio Tinto, BHP, Glencore, and Newmont holding substantial financial resources, he believes larger companies may increasingly look toward acquisitions rather than funding major exploration programs internally.
Other topics include China's influence over rare earth elements and tungsten supply chains, the future of uranium and nuclear energy, the evolution of mining royalty companies, and the opportunities emerging in the United States.
The discussion concludes with Lockwood's outlook for base metals, his concerns about the broader global economy, and where he would allocate £500 million if he were launching a new mining investment fund today.
______
Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform HERE
______
This episode of Mining Stock Daily is brought to you by...
Revival Gold
Vizsla Silver
Vizsla Copper’s Alaska Pipeline Takes Shape After the Agnico Deal
Peter Mercer, Senior Vice President, Alaska at Vizsla Copper, says Palmer’s resource update in Q1 2027 will add barite to the cut-off calculation for the first time. An updated PEA is targeted for late 2027 or …
Notas do episódio
Peter Mercer, Senior Vice President, Alaska at Vizsla Copper, says Palmer’s resource update in Q1 2027 will add barite to the cut-off calculation for the first time. An updated PEA is targeted for late 2027 or early 2028, with environmental review to follow in 2029. He also lays out the plan for the newly acquired Delta and Helm Bay projects, which begins with permitting and geophysics.
Gold Miners vs. Tech Stocks: A Major Market Rotation Underway?
Robert Sinn of Goldfinger Capital joins Trevor Hall on Mining Stock Daily to discuss the sharp selloff in technology equities following the U.S. midterm elections and what the resulting market volatility could …
Notas do episódio
Robert Sinn of Goldfinger Capital joins Trevor Hall on Mining Stock Daily to discuss the sharp selloff in technology equities following the U.S. midterm elections and what the resulting market volatility could mean for gold and mining stocks. Sinn examines the potential unwinding of the AI trade, the implications of a divided Congress for U.S. critical minerals policy, and the recent divergence between gold prices and gold mining equities. He highlights a significant technical reversal in major gold producers, including Newmont, which he believes could signal a turning point for the sector. The conversation also covers geopolitical risks surrounding Iran, the potential for further market liquidation, and why November's tax-loss selling season could present opportunities for investors looking to accumulate beaten-down junior mining stocks ahead of 2027.
Morning Briefing: American Pacific Drill Results Extend Known Mineralization at Madison
We have new drill results out of American Pacific, FireFox Gold, Andina Copper and Sitka Gold. Sierra Madre Gold and Silver kick off a new drill campaign. Brixton Metals publish met results from Thorn. This …
Notas do episódio
We have new drill results out of American Pacific, FireFox Gold, Andina Copper and Sitka Gold. Sierra Madre Gold and Silver kick off a new drill campaign. Brixton Metals publish met results from Thorn.
This episode of Mining Stock Daily is brought to you by...
Revival Gold
Vizsla Silver
Equinox Gold
Great Pacific Gold Ramps Up Wild Dog Drilling as Key Assays Approach
Great Pacific Gold CEO Alex Heath and COO Callum Spink discuss drilling across the Wild Dog Project in Papua New Guinea. The company has completed 16 holes totaling more than 3,600 meters at Magiabe and …
Notas do episódio
Great Pacific Gold CEO Alex Heath and COO Callum Spink discuss drilling across the Wild Dog Project in Papua New Guinea. The company has completed 16 holes totaling more than 3,600 meters at Magiabe and Mengmut, with assays pending. Spink says drilling at Mengmut has intersected the targeted structure, while a rig has moved to the Elamaraka target. Great Pacific plans at least 2,400 meters of drilling at the Elamaraka-Kargalio zone and expects to operate two rigs through January. Heath says the company had more than $16.5 million in cash, with initial assays expected in approximately three to four weeks.
Li-FT Power: New Lithium Drill Results and a Major Development Strategy
Li-FT Power CEO Francis MacDonald joins Trevor Hall on Mining Stock Daily to discuss the company's transition from lithium exploration toward mine development and potential production. The conversation focuses …
Notas do episódio
Li-FT Power CEO Francis MacDonald joins Trevor Hall on Mining Stock Daily to discuss the company's transition from lithium exploration toward mine development and potential production. The conversation focuses on Li-FT's binding option agreement to acquire the former Renard diamond mine in Quebec, where existing infrastructure and processing facilities could significantly reduce capital requirements for the nearby Adina Lithium Project. MacDonald outlines the potential economic advantages of repurposing Renard, the company's goal of achieving first lithium concentrate production in 2030, and upcoming feasibility milestones. The discussion also covers new drill results from the Yellowknife Lithium Project in the Northwest Territories, plans for an initial economic assessment, and how Li-FT is prioritizing capital across its growing portfolio of lithium assets.
C3 Metals CEO Dan Symons on Khaleesi’s Best Hole and What Comes Next
C3 Metals CEO Dan Symons discusses the highest-grade hole yet at the Khaleesi copper project in southern Peru, 64.9 metres at 3.45% copper equivalent including 23.3 metres at 6.64%, and says holes 006 and 007 …
Notas do episódio
C3 Metals CEO Dan Symons discusses the highest-grade hole yet at the Khaleesi copper project in southern Peru, 64.9 metres at 3.45% copper equivalent including 23.3 metres at 6.64%, and says holes 006 and 007 from the same pad are mineralized with assays pending. Symons says first metallurgical test work is about to begin, with results in four to six months, and will test a copper flotation flowsheet that could add an iron concentrate from the magnetite skarn. In Jamaica, a deep-drilling rig has arrived to start about 11,000 metres of Freeport-funded drilling at Bellas Gate by month end, with first assays expected late in Q1 2027, while results from the Pennants gold joint venture are due this month.
Morning Briefing: A Democratic Sweep Puts Trump's Minerals Policy in the Spotlight
We breakdown the midterm sweep by Congressional and Senate Democrats last night in the United States. We also have new drill results from Radisson Mining and Scottie Resources. Cupani Metals and Great Pacific …
Notas do episódio
We breakdown the midterm sweep by Congressional and Senate Democrats last night in the United States. We also have new drill results from Radisson Mining and Scottie Resources. Cupani Metals and Great Pacific Gold have exploration updates.
This episode of Mining Stock Daily is brought to you by...
Revival Gold
Vizsla Silver
Equinox Gold
Aqui estão os 40 episódios mais recentes de 2.344. Os mais antigos estão no feed do podcast.
Podcasts parecidos
Mais podcasts de Negócios
Este podcast é seu?
Confirme com uma entrada no seu feed: você recebe um código aqui, adiciona como podcast:txt no canal do seu feed e nós verificamos. Depois disso, seu podcast aparece como “verificado” no SoundNode.